SOL-03 · FOLLOW-UP & RECORDS
Follow-Up Without the Chasing.
Follow Up. Record. Book.
Workely follows up on every quote at 1 hour, 1 day and 3 days until the lead books or says no, and records how each one ended. Works alongside the CRM you already run.
Follow-ups until they book
Every lead and its history
Stays the system of record
01 · THE PROBLEM
Follow-up is where deals die. Quotes go unanswered, you get buried in admin, and warm leads go cold because nobody circled back in time. Without one clear list, it is hard to know which leads still need attention today.
02 · THE SOLUTION
Workely follows up at 1 hour, 1 day and 3 days, until the lead books or says no. Every lead keeps its quote and its outcome in one list, so nothing slips. Your CRM stays the system of record.
CAPABILITY MATRIX
How It Works
Follow-Up at 1h, 1d, 3d
Each quote gets a follow-up at 1 hour, 1 day and 3 days until the lead books or says no.
One List
Every lead, its quote and how it ended live in one list in Workely, beside your CRM.
Your OK or Auto-Send
A quote Workely is at least 90% confident in can go out on its own with auto-send. Everything else waits for your OK.
Beside Your CRM
Runs alongside Jobber, Housecall Pro or ServiceTitan. Your CRM stays the system of record.
WORKFLOWS
Workflows for Follow-Up & Records
Follow-up
Follows up at 1 hour, 1 day and 3 days until they book or say no
Record
Keeps every lead, quote, and booking in one list
Send
Sends the quote with a booking link, on your OK or on auto-send
To the moon, founders.
We're opening Workely to a small founding pilot of home-service owners. The first 10 owners lock $99/mo for life.